+45.3%
SO vs FIVN
-55.5%
+100.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.1% | +7.1% | +0.9% |
| 7D | +1.0% | -8.2% | +9.2% | +0.9% |
| 30D | -3.2% | -8.1% | +4.9% | -3.3% |
| 3M | -1.7% | +34.9% | -36.6% | -1.2% |
| 6M | -7.2% | +72.6% | -79.8% | -6.3% |
| YTD | +4.6% | +55.8% | -51.2% | +5.6% |
| 1Y | +1.2% | +17.1% | -15.9% | +2.2% |
| 3Y | +45.3% | -54.3% | +99.6% | +50.5% |
| All | +45.3% | -55.5% | +100.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling